We are proud to be a firm of Chartered Financial Planners.

We firmly believe that Chartered status is the ‘gold standard’ of financial planning. It means we:

  • Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
  • Keep our knowledge and skills up to date through continuing professional development
  • Adhere to an ethical conduct, which could be enforced through disciplinary sanctions

By working with a firm of Chartered Financial Planners it means you can be confident that you are dealing with one of the UK’s leading planning practices, which is committed to providing you with the best possible advice, service and support.

Only the UK’s premier financial planning firms qualify for Chartered status. We believe so passionately in the benefits that our Chartered status brings to our clients that only advisers who have already attained that standard, or have a clear commitment to do so, will be considered as potential additions to our team.

If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

We have achieved Accredited Financial Planning Firm status

Awarded by the Chartered Institute for Securities & Investment, Accredited status is a symbol of having met the highest professional standards of financial planning. It means we:

  • Have demonstrated the ultimate in professionalism through the calibre of our team and the service provided to clients
  • Are committed to providing a comprehensive financial planning proposition in the truest sense and understand the six steps of financial planning
  • Give our clients confidence in our ability to help them achieve their life goals and a “life well lived”

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We are highly rated

We’re delighted to have received many positive reviews from our existing clients.

VouchedFor allows consumers to rate their financial planner for the quality of their advice, the level of service and the value they deliver.

We’re delighted that so many of our clients have taken the time to leave us a review.

To read individual reviews click the image to the right.

We are award-winning

We have been included on New Model Adviser’s prestigious list of the top 100 financial planning firms in the UK consecutively for the last five years. This list celebrates the best of the professional financial planning community.

We were also delighted to win the Small Adviser of the Year category at the 2019 Money Marketing Awards. The annual awards recognise leaders in the financial advice profession and winning the award cements the efforts we continuously make to put clients and their wellbeing at the very heart of our business.

The judges described us as: “A highly competent firm, with demonstrable expertise across its niche, who forwards the profession of financial planning as a whole.”

Our approach received praise for the ability to deliver a ‘full’ financial plan to clients, along with great technical knowledge, transparency for clients, and flexibility with fee models. Also, our commitments to charity projects and enhancing the profession of financial planning as a whole were also recognised during the process. One of the judges concluded: “I would have no issue at all referring clients to the firm.”


We hold the Cyber Essentials certification

We take cybersecurity very seriously. So, we are delighted to have been awarded the Cyber Essentials certification.

When you see the Cyber Essentials badge, you can feel confident that you are dealing with a company that takes the security, confidentiality, and integrity of your data, seriously, and has taken all necessary measures to protect it against cyber-attack.

It is awarded to those firms that can show they meet stringent criteria, as laid down by the National Cyber Security Centre, a part of GCHQ.

Those criteria ensure that:

  • We use only secure internet connections
    All our devices and software are protected through the use of firewalls. Firewalls effectively create a ‘buffer zone’ between our IT network and other, external networks, which means that we can better keep out the traffic we don’t want to enter our network.
  • We use only the most secure settings for our devices and software
    We have checked the settings on all our software and raised the level of security wherever necessary to ensure they cannot be accessed by those who do not have permission.
  • Access to our data and services is strictly controlled
    We ensure that all data that we hold is only accessible through user accounts, that administrative privileges are given only to those who require them to perform their role, and that what administrators can do with the data we hold, is closely controlled.
  • We protect our devices and software from viruses and malware
    The term malware is short for ‘malicious software’ and can include things such as ransomware, and viruses, which are a specific type of malware intended to replicate and spread. These programs are designed to infect legitimate software, passing unnoticed between machines, whenever they can. Cyber Essentials certification shows that we use proven anti-malware measures to prevent these dangers from entering our systems.
  • All devices, software and apps that we use are kept updated
    By ensuring that we regularly update our devices and software, we can keep our systems secure and protected from any new security threats.